PKO Investment Management Joint Stock Co grew its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,257.1% during the 4th quarter, Holdings Channel.com reports. The firm owned 190,000 shares of the Internet television network’s stock after purchasing an additional 176,000 shares during the period. Netflix accounts for about 1.4% of PKO Investment Management Joint Stock Co’s portfolio, making the stock its 15th largest holding. PKO Investment Management Joint Stock Co’s holdings in Netflix were worth $17,814,000 at the end of the most recent quarter.
Several other hedge funds have also added to or reduced their stakes in NFLX. Brighton Jones LLC increased its position in Netflix by 5.0% during the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock worth $4,804,000 after buying an additional 257 shares during the period. Revolve Wealth Partners LLC boosted its position in shares of Netflix by 16.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock valued at $912,000 after acquiring an additional 144 shares during the period. Sivia Capital Partners LLC boosted its position in shares of Netflix by 21.2% in the second quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after acquiring an additional 246 shares during the period. Strategic Investment Advisors MI grew its stake in shares of Netflix by 18.9% in the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock valued at $1,036,000 after acquiring an additional 123 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in shares of Netflix by 12.1% in the second quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock valued at $2,832,000 after acquiring an additional 228 shares in the last quarter. 80.93% of the stock is owned by institutional investors and hedge funds.
Insider Buying and Selling at Netflix
In other Netflix news, insider David A. Hyman sold 5,727 shares of the company’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $81.06, for a total value of $464,230.62. Following the completion of the transaction, the insider owned 316,100 shares of the company’s stock, valued at $25,623,066. This represents a 1.78% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Gregory K. Peters sold 27,312 shares of the stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $83.24, for a total value of $2,273,450.88. Following the completion of the transaction, the chief executive officer owned 122,140 shares of the company’s stock, valued at $10,166,933.60. This represents a 18.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,382,013 shares of company stock worth $127,482,296 over the last three months. 1.37% of the stock is owned by corporate insiders.
Netflix Price Performance
Netflix (NASDAQ:NFLX – Get Free Report) last posted its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, topping analysts’ consensus estimates of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The firm had revenue of $12.25 billion for the quarter, compared to analysts’ expectations of $12.17 billion. During the same quarter in the previous year, the firm posted $6.61 earnings per share. The company’s revenue was up 16.2% on a year-over-year basis. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Research analysts predict that Netflix, Inc. will post 3.56 earnings per share for the current fiscal year.
Analysts Set New Price Targets
Several analysts have weighed in on the stock. Benchmark reiterated a “hold” rating on shares of Netflix in a research note on Tuesday, January 13th. Robert W. Baird decreased their target price on shares of Netflix from $150.00 to $120.00 and set an “outperform” rating on the stock in a research report on Friday, January 23rd. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of Netflix in a report on Wednesday, April 22nd. Canaccord Genuity Group set a $125.00 price target on shares of Netflix and gave the company a “buy” rating in a research report on Wednesday, January 21st. Finally, President Capital boosted their price target on Netflix from $133.00 to $134.00 and gave the company a “buy” rating in a research note on Tuesday, March 31st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and fifteen have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $114.82.
Check Out Our Latest Report on Netflix
Key Netflix News
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Board authorized a large $25 billion share‑repurchase capacity, boosting optionality to reduce float and support the stock. Netflix, Inc. (NFLX) Expands Buyback Capacity with New $25B Authorization
- Positive Sentiment: Netflix is pushing mobile engagement with a TikTok‑style vertical “Clips” feed to increase viewing frequency and discovery on phones — a strategic product move to broaden usage. Netflix wants you to watch ‘Clips,’ its TikTok-like vertical video feed
- Positive Sentiment: TV/market commentators and some TV‑trade segments are still listing NFLX among buy/long ideas, keeping some investor interest intact. Netflix, Cisco, Zoom And A Health Care Stock On CNBC’s ‘Final Trades’
- Neutral Sentiment: Analysts modestly raised forward EPS estimates (Erste Group nudged FY2026/FY2027 numbers slightly), but ratings remain mixed — small upside to estimates rather than a broad upgrade. Erste Group raises Netflix EPS estimates (MarketBeat summary)
- Neutral Sentiment: Investor attention metrics and media writeups (Zacks) show heightened interest — more eyeballs can amplify moves but don’t guarantee direction. Netflix, Inc. (NFLX) is Attracting Investor Attention: Here is What You Should Know
- Negative Sentiment: Market reaction remains focused on the company’s conservative near‑term guidance (Q2 EPS guidance lower than some expected), which prompted profit‑taking despite the Q1 EPS beat. That guidance is a principal reason for downward pressure. Why Is Netflix Stock Falling, and is it a Generational Buying Opportunity?
- Negative Sentiment: Shareholder activism and governance scrutiny have returned to the headlines, adding uncertainty around strategic choices and valuation — a potential headwind for sentiment until resolved. Netflix Shareholder Activism Puts Governance And Valuation In Focus
Netflix Company Profile
Netflix, Inc (NASDAQ: NFLX) is a global entertainment company that provides subscription-based streaming of films, television series, documentaries and other video content. Founded in 1997 by Reed Hastings and Marc Randolph and headquartered in Los Gatos, California, the company began as a DVD-by-mail rental service and introduced streaming video in 2007. Netflix later expanded into producing and distributing original programming, beginning notable original hits in the 2010s, and now operates a content production and distribution ecosystem alongside its licensing activity.
The company’s primary product is its on-demand streaming service, which can be accessed on a wide range of internet-connected devices and delivered through a suite of apps and web platforms.
Further Reading
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